Auckland Property & NZX Stock Market Tips with MaximSherstobitov.NZ www.MaximSherstobitov.NZ

Auckland weekly rent price hit near all-time high
 / Reviews Synlait, Pushpay, Z Energy and other top news of the last 7 days / The big mistake that I made in my investment portfolio
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TABLE OF CONTENTS 

0:00 News Topics.

0:23 Auckland weekly rent price hit near all-time high


1:27 NZX 50 vs ASX 200 vs SP500

3:04 Sanford Stock Update (SAN - NZX)

4:03 Synlait Stock Update (SML - NZX)

5:23 PushPay Stock Update (PPH - NZX)

8:23 Fletcher Building Stock Update (FBU - NZX)

9:01 Z Energy Stock Update (ZEL - NZX)

10:33 My Public Portfolio Update $12,929

 

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Economist Cameron Bagrie will share his opinion on the current opportunities and how to invest through the next months and years as the world continues to battle the pandemic.

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IMPORTANT:
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- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

Skellerup is a New Zealand-based manufacturer of industrial and agricultural rubber products.  now employs over 800 people in NZ, Australia, the UK, US and China.

Highlights for the year ending 30 June 2020

· Resilience and skill of our people to sustain business operations in a challenging environment.
· Revenue of $251.4 million, up 2% on pcp.
· Earnings before interest and tax (EBIT) of $42.5 million, up 2% on pcp.
· Agri Division EBIT of $25.4 million, up 11% on pcp.
· Industrial Division EBIT of $20.9 million, down 9% on pcp.
· Net profit after tax (NPAT) of $29.1 million, in line with pcp.
· Operating cash flow of $48.0 million up 66% on pcp.
· Final dividend of 7.5 cps (50% imputed) bringing the total dividend to 13.0 cps (50% imputed) for the full year, in line with pcp.

Skellerup financial results overall are in line with the prior corresponding period (pcp) record result despite the impact of Covid-19 restrictions on both the supply chain and markets globally.

The performance reflects the resilience and robustness of the business and highlights the benefit of providing essential products, particularly in the Agri Division, to international markets.

Agri Division EBIT was a record $25.4 million. CEO David Mair said the result underscored the importance of the essential dairy consumables products that Skellerup design, manufacture and sell globally.

“The strength and resilience of our Agri business is seen in the record result. We increased sales of essential rubber ware products into the USA, achieved operational gains despite the impact of COVID-19 restrictions at our key Wigram facility and had a strong contribution from Silclear, our silicone rubber products business acquired on 01 November 2020.”

Industrial Division EBIT was $20.9 million, down 10% on the record result achieved in the pcp. Mair said results varied across the Division reflecting the diversity of customers and applications served.

What are your thoughts on it?

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- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

MHM has transitioned to a technology-led future through divesting non-core businesses and operational changes. Financial year to 30 June 2020 saw EBITDA increase 199% to $2.4m.

The original MHM Automation Limited company was established in 1884 by Mr James Mercer in Christchurch, New Zealand.

MHM Automation, now with four New Zealand manufacturing plants, has grown to become an international leader in the design and manufacture of innovative technology solutions and the fabrication of stainless steel products.

Following the restructuring in 2015, MHM Automation seeks to generate long-term shareholder value by focusing on its portfolio of food processing and packaging IP which are sold globally while continuing to drive efficiencies in its core fabrication business.

In addition, MHM Automation is seeking to commercialise the S-Clave technology and get it into market within a compressed time frame.
The following information was extracted from MHM Automation Limited's full year results, released 25 August 2020:

Highlights for the 12 months to 30 June 2020:

• Revenue of $51.6m, an increase of 35% over the prior year
• Automation 81% of group sales revenue vs 61% for the prior year
• Automation revenue increased 79%
• EBITDA $2.4m a 199% increase on the prior year’s EBITDA of $0.8m
• After tax profit was $0.9m, an increase of $1.9m on the prior year.
• Milmeq acquisition completed for a value of $50,000 and the repayment of the $1m interest free vendor financing

In the 2020 financial year, revenue increased 35% to $51.6m, driven by a $18.5m revenue increase in the Automation business. The Automation business reported revenue of $41.8m, which was 81% of total group revenue.

The full year contribution of Milmeq products was a key driver to the year on year growth, which aligns with our stated strategy of being an automation lead business. This also changed our revenue profile to be more Australasian domiciled. This increasing diversification of products and markets is another strategic goal that we continue to work on.

Would you invest in it?

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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

To make better investment decisions, it helps to develop a series of easy rules that you can apply consistently. This will reduce the number of mistakes and speed your process.



Your will learn the 5 habits from a successful investor, Guy Spier.



Guy Spier is a Zurich-based investor and author of a book on investing entitled The Education of a Value Investor. 

 

He is well known for bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett on June 25, 2008.



What's your most favourite investment rule? 





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IMPORTANT:

- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.

- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

Stock prices remain underpinned by (1) central banks commitment to near-zero interest rates, (2) a V-shape recovery in a number of sectors, and (3) a medical treatment for COVID-19.

F&P Healthcare (FPH) has developed specialised expertise in heated humidification that forms the basis of its strong market position in the hospital and growing presence in homecare.

It has progressively widened its addressable market through new applications which is a key driver of an attractive, long-term, double-digit profit growth outlook.

The company is also benefiting from COVID-19 related demand, with some of its products recommended as a front-line therapy.

However, FPH is one of the most expensive global medical device companies (growth-adjusted and absolute).

While it is difficult to foresee a catalyst for a derating, particularly given near-term earnings momentum, we see better value for risk elsewhere.

Second quarter 2020 results from Mainfreight's (MFT) key global peers highlight material decline in freight demand as a result of COVID-19, but resilient margins across most industry segments.

MFT released its corresponding quarterly results at its Annual Shareholder Meeting on 30 July 2020, highlighting a stellar quarter, with revenue up +8% and pre-tax profit up +20% on the same period last year.

Its superior performance in the context of broader industry profitability decline highlights its best-in-class characteristics and continued strong growth potential.

MFT is trading at a one year forward PE of ~26x, a discount to its closest but significantly larger peers.

This webinar is presented Milford Asset Management.

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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.